OLVIG
SR icon

Oliver Lagore Vanvalin Investment Group’s Spire SR Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-6
Closed -$339 – 865
2023
Q3 		$339 Hold
6
– – ﹤0.01% 785
2023
Q2 		$381 Buy
+6
New +$403 ﹤0.01% 731

Other funds holding SR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SR Position: Q4 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Spire (SR) in Q4 2023, closing a stake of 6 shares — an estimated $339 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in SR in Q2 2023 and held it in 2 quarters. The position peaked at $381 in Q2 2023. 281 funds tracked by Wall St. Rank hold SR as of Q4 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Spire position as of Q4 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 6 Spire shares in Q4 2023, an estimated $339.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Spire in Q2 2023 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's Spire position peaked at $381 in Q2 2023.
  • 281 funds tracked by Wall St. Rank held Spire as of Q4 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2023, filed 31 Jan 2024.